Mining, Energy, Construction: Where In Africa Is It Best to Invest?
September 14th, 2023
Courtesy of The Africa Report, interesting analysis on where it is ‘best to invest’ in Africa: In a complex economic environment in Africa, political risk, soaring construction costs and rising interest rates are putting the brakes on international investors’ enthusiasm, but manufacturers are playing the local value-added card. What’s more, six of the world’s top […]
Read more »Clean Energy Projects Are Booming Everywhere. Except in Poor Nations.
September 4th, 2023
Courtesy of the New York Times, an article on some of the big obstacles to clean energy deployment in developing nations. But in Democratic Republic of Congo, a hard-fought solar investment shows a possible path forward: The world is racing ahead with enormous investments in renewable energy, for the first time this year plowing more […]
Read more »Africa’s Critical Minerals Could Power America’s Green Energy Transition
August 9th, 2023
Courtesy of Foreign Policy, a report on how President Biden’s IRA is shutting African countries out of supply chains for critical minerals when including them would be a strategic and diplomatic win: Few U.S. presidents have done as much as Joe Biden to strengthen ties with African nations. Last December, the president hosted nearly 50 […]
Read more »The New Commodity Superpowers
August 8th, 2023
Courtesy of The Financial Times, a look at nations such as the DRC, Argentina, Chile, and Indonesia, – the countries that produce the metals central to the energy transition who want to rewrite the rules of mineral extraction: The red-brown landscape of Tenke-Fungurume, one of the world’s largest copper and cobalt mines in the Democratic […]
Read more »Trafigura’s $600 Million Cobalt Play Faces Cash Crunch in Congo
August 3rd, 2023
Via Bloomberg, an article on how one copper-cobalt project in the DRC has been forced to find new funding: Trading house is seeking new funds for flagship Chemaf project Cobalt prices have slumped and project has overshot its budget Trafigura Group has been forced to seek new funding for one of its flagship investments — a […]
Read more »Japan Builds Supply Chain for EV Battery Minerals in Africa
August 3rd, 2023
Via Nikkei Asia, a report that Zambia, DR Congo, and Namibia are in advanced negotiations with the Japanese government to expand exploration and develop supply chains for rare minerals, including cobalt, copper, zinc, nickel, and lithium available in the three countries. Japan is moving to counter Chinese influence in the continent’s mining industry and diversify […]
Read more »Focusing primarily on The New Seven Sisters - the largely state owned petroleum companies from the emerging world that have become key players in the oil & gas industry as identified by Carola Hoyos, Chief Energy Correspondent for The Financial Times - but spanning other nascent opportunities around the globe that may hold potential in the years ahead, Wildcats & Black Sheep is a place for the adventurous to contemplate & evaluate the emerging markets of tomorrow.